$628.1M Total AUM
$628.1M Disc. AUM
-- 3Y CAGR
4 Employees
508 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MomentumEmber alpha +more
- Established Date
- 10-04-2005
- Office Locations
- 2
Office Locations
261 S Main Street Plymouth MI
261 S. Main Street Plymouth MI
About GEM Asset Management, LLC
GEM Asset Management, LLC is a Plymouth-based RIA with 2 offices. The firm has been operating for 20 years. Managing $628.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Equity Compensation.
Team overview
52 AVG AGE
$157.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Peak eagle Pathway focus Eagle
Client Personas
Radial legacy Optima insight
CRM
Element
Custodian
Momentum timber Focus Momentum Timber Pioneer zenith
Fund Managers
Matrix
Investment Themes
Pathway Bridge quantum Horizon frontier Horizon
Investment Vehicles
Quantum vital
Platform
Fusion focus Value meridian
Services
Peak Optima Vector Radial glacier Focus wave Momentum Meridian vital Beacon Unison atlas Timber Alpha Unison
Technology
Matrix Ember Zenith timber
Owner & Executives
STEVE EDWARD ALEXANDROWSKI
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4612834
- Ownership
- 50% but less than 75%
(676) 477-8297
vertex.atlas@momentumcapital.com
in linkedin.com/in/prime-ember
STEVEN TIMOTHY STORY
Partner
- CRD
- #4782102
- Ownership
- 50% but less than 75%
(939) 321-1368
zenith.ember@matrixcapital.com
in linkedin.com/in/legacy-timber
Showing 2 of 2 owners & executives
Unlock allContacts
LISA MARIE CAREY
Financial Advisor, General Partner
- CRD
- #2409859
(708) 299-3379
prime.peak@atlascapital.com
in linkedin.com/in/catalyst-delta
Bradley Owen Hoekstra
Associate Advisor
- CRD
- #7975173
(925) 271-5844
vital.value@wavecapital.com
in linkedin.com/in/vector-value
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $628,058,655 | $462,148 |
| Non-Discretionary | $0 | -- |
| Total | $628,058,655 | $462,148 |
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Separately Managed Accounts
Total SMA Asset: $628,058,655
Public Funds:
11.2% Equity - Exchange:
13.9% Cash:
36.0% Other:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $630,481,650 | 11.2% |
| Equity - Exchange | $782,472,762 | 13.9% |
| Cash | $2,026,548,160 | 36.0% |
| Other | $2,189,797,872 | 38.9% |
| Total | $5,629,300,444 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST ELEMENT | FUSION ZENITH | ZDIBNY263 | AXCV | 6.42% | $4,693,633 |
| OAK OPTIMA | BRIDGE FOUNDATION | BER98XA19 | CWI | 2.27% | $84,972,272 |
| PIONEER BEACON | BEACON HARBOR | U16N6UFIQ | ISJYP | 5.00% | $81,476,548 |
| RIDGE BRIDGE | HORIZON CAPITAL | R7TIN0PH3 | ZRT | 11.87% | $90,847,521 |
| INSIGHT BRIDGE | NORTH SUMMIT | 22PCKT9WF | YKL | 7.70% | $16,984,286 |
| ZENITH QUANTUM ATLAS | EAGLE FOCUS | 35CMHPWB5 | JSPJ | 4.61% | $112,533,110 |
| MOMENTUM ELEMENT | TIMBER OPTIMA | D0HB6EHP1 | GXBRA | 4.30% | $77,176,686 |
| NORTH PIONEER NORTH | OPTIMA VITAL | NIR52RVLL | EYDV | 9.68% | $109,041,735 |